This week, the photovoltaic module market continued to be transmitted by upstream price increases, showing an upward trend as a whole. However, the current terminal reaction is relatively flat, especially the distributed demand is light, orders are scarce, and the implementation of the new price on the component side in August is temporarily blocked.
Centralized demand has become the highlight of this week, and will indirectly help the price rise in the later period.
In addition, it is reported that the photovoltaic module market will start a new round of price increases in August, but according to the tracking of digital new energy DataBM. Com, it has not yet been implemented.
Specifically,
some manufacturers of TOPCon components started the second round of price increase, and the price range was maintained at 0.63-0.70 yuan/W .
It is worth noting that, according to incomplete statistics disclosed by the Digital New Energy DataBM. Com, three head manufacturers have suspended the delivery of low-price contracts, requiring customers to " wait for price reduction or accept new prices " in order to fulfill the contract. According to a head manufacturer, due to the low price of contract orders signed in the early third quarter, the manufacturer has suspended delivery after the current round of price increases, but after signing a new price contract, priority can be given to delivery.
In addition, some second-and third-tier manufacturers responded quickly to this round of price increases, announcing the unified implementation of the new price in August, with quotations close to the higher level of 0.67-0.70 yuan/W . According to the research of Digital New Energy DataBM. Com, the main factors of price increase come from the shortage of raw materials, rising costs and the rise brought about by market changes. The price of
BC components remained stable, with a range of 0.65-0.79 yuan/W . It is noteworthy that some second-and third-tier manufacturers have achieved mass production recently, with a price of about 0.72-0.74 yuan/W , which is 0.02-0.04 yuan/ W lower than transaction price of the head brand. In the second half of the year, it will enter the distributed market in a large area. However, due to the low brand recognition and the heavy market sentiment, the current order growth is fatigue, and the market reaction is relatively flat. The price
of HJT components has been partially raised this week, and is now between 0.67-0.76 yuan/W . In addition, due to the uncertain order situation and the strong dependence on centralized large orders, the current production scheduling and price adjustment plans of HJT manufacturers remain cautious, and some manufacturers have revealed that there may be new guidance prices to be fulfilled next week. In terms of production
scheduling, the domestic production scheduling in August is expected to be slightly reduced to 45-49 GW . According to the survey of Digital New Energy DataBM. Com, five of the top 8 manufacturers have clearly lowered their production schedules , and one has announced an increase . In addition, small manufacturers have reduced production in large areas in the current off-season due to low orders.
Distributed demand is relatively weak, and current transactions are mostly due to distributors' " gambling and hoarding " rather than terminal power station procurement. Due to the recent continuous rise in component-side quotations and the uncertainty of the current electricity price policy, the purchasing volume of small-scale distributed projects has continued to decline. The demand of head manufacturers mostly comes from centralized and industrial and commercial power station projects, while the orders of small manufacturers are obviously decreasing day by day.
Centralized demand has increased substantially this week, with bidding demand reaching more than 20GW, mainly driven by the centralized procurement project of photovoltaic modules of China Huadian Group Co., Ltd. in 2025-2026. This project is the largest centralized procurement project released this year. The bidding scale is 0.16GW , and the bidding unit price of the enterprise is between 0.70-0.73 yuan/W .
This week, the price information of digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.63-0.70 yuan/W , with a slight increase in price.
HJT module: the price range is 0.67-0.76 yuan/W , and the price rises partially.
BC components: the price range is 0.65-0.79 yuan/W , and the price remains stable.
The above survey price is the price including tax and excluding transportation.
Click to learn more about component prices
. The above price data comes from the research of digital new energy DataBM. Com. It is for reference only. If you have any questions, you can send a private message to the background.
浙公网安备33010802003254号